Unclaimed
John Jovanovich is a financial advisor currently registered with LPL Financial LLC. John has been in the financial services industry since 1993. John holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE. John also has licenses in 27 states. Prior to joining LPL Financial LLC, John Jovanovich worked at National Planning Corporation and SagePoint Financial, Inc. John works with a variety of clients including individuals, businesses, and charitable organizations. John offers a range of financial services, including financial planning, portfolio management, and investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
HI
03/05/2020 - Present
LPL Financial LLC (HONOLULU HI)
HI
02/09/2009 - 11/29/2017
NATIONAL PLANNING CORPORATION (HONOLULU HI)
HI
10/31/2005 - 02/11/2009
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
AZ
11/17/1993 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 02/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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